Wipfli Financial Advisors’s HarborOne Bancorp HONE Stock Holding History

Wipfli Financial Advisors’s Portfolio HONE Stock Details HONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$16K	Buy	+1,172	New	+$16.5K	﹤0.01%	1657

Other funds holding HONE

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Wipfli Financial Advisors's HONE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in HarborOne Bancorp (HONE) in Q3 2022: 1,172 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1657 among its holdings.

124 funds tracked by Wall St. Rank hold HONE as of Q3 2022.

Wipfli Financial Advisors held 1,172 shares of HarborOne Bancorp worth $16K as of Q3 2022.
HarborOne Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
HarborOne Bancorp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1657 holding.
124 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.